Financial Adviser · GLENELG, SA

Dara Long

GLENELG, SA
29 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003807
Currently at
Melbourne, VIC (firm address)

Dara Long is a financial adviser based in Glenelg, South Australia, with 29 years of experience in the financial services industry since 1997. Dara is currently authorised under Capstone Financial Planning, operating through Long Financial Planning. Dara holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dara's qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA). Dara is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

2000
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2000
Diploma of Financial Planning (1-8)
Financial Planning Association of Australia (FPA)
2003
Diploma of Financial Services
NSW Vocational Education and Training Accreditation Board (Commonwealth Bank)
2023
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Mar 2020 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
Oct 2003 - Mar 2020 Ceased
Not authorised to provide personal advice on Securities; Standard Margin Lending.

Source: ASIC Financial Advisers Register